Introduction

While our Onboarding Wizard is very helpful to set up your first client, it is inefficient for partners who regularly add new clients with the same setup options. As you become familiar with Field Effect MDR's features and your preferred configurations for them, you will develop your own set of "baseline configurations" for every new client. 

How to Set Up Defaults for Your Clients

You can email support@fieldeffect.com to request that we apply these default configurations for your clients. Ideally, we base these defaults on a model client that you identify for us. Once this is set up, we will apply these default settings to your new clients, usually within one business day of the client's creation. 

Available Settings

Settings available to apply as defaults include the following:

• Staff locations
• Portal language
• Active Response policy
• Agent protection default setting
• Workstation notifications
• ARO settings
• Managed AV settings (required a a template client)
• Default organization profile contacts
• Default client escalation contacts